海外研报
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BofA Securities Equity Client Flow Trends Third week of equity selling
Institutional clients continue to sell equities• Single stock-led selling: Last week, during which the S&P 500 was -0.8%, BofA Securities clients were net sellers of US equities (-$3.3B) for the third straight
海外研报
2024年07月31日
European Equity Strategy
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年08月08日
Any more systematic pressure in USDJPY and US equities?
Benchmark CTA down big this past MondayWhile declining steadily in each of the last four weeks, this past Monday the SG CTA benchmark index posted its largest daily drop since Mar-23. This on the same day
海外研报
2024年08月12日
China Musings The good and the bad of being different
MSCI China has lost 6% in the past 1 month as equity volatility surged acrosskey markets, extending its correction from the highs in mid-May to 12% and is
海外研报
2024年08月15日
The BoJ is now likely to front-load policy normalisation
◼ We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the hawkish forward guidance at the July meeting. We previously projected the
海外研报
2024年08月23日
Volatility Review
On Aug $* the VIX saw its largest ever intraday spike, driven by the largemarket sell-off, investor panic, a shift in short-dated volatility positioning, andlow liquidity during the pre-market session.
海外研报
2024年08月27日
DB Tech Conference Takeaways
Process technology roadmap on trackDespite a challenging market externally, INTC continues to make progress
海外研报
2024年08月30日
